AIM IHT portfolios for INCOME? Is it worth it?

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Presented by

Stephen Drabwell, Chris Boxall & Jonathan Bramall from Fundamental Asset Management

About this talk

WEBINAR: Join Fundamental Asset Management's Co-Founders Chris Boxall & Stephen Drabwell on Friday 25th November at 3pm as they cover the benefits and potential pitfalls of investing in Inheritance Tax qualifying AIM companies for income generation. AIM isn’t a market that’s generally considered for its dividend and income attractions, and we have always expressed caution on AIM companies paying out high dividends, when they should be putting their cash to better use. However, the steep decline in share prices of many good-quality AIM companies has seen dividend yields soar to levels not seen since we started managing AIM IHT planning portfolios back in 2004 and the AIM of today is thankfully a far better market than it was back then. With many AIM companies sitting on plenty of supportive cash, but their share prices languishing, these high yielders also have growth attractions as well. We therefore thought it was an appropriate time to reassess the dividend and income potential of AIM companies for IHT planning purposes. TOPICS - State of the AIM market - The investable universe of big dividend paying AIM stocks - Dividend yields and dividend cover - Quality of AIM companies - Interest rate considerations - Fundamental Asset Management’s high yield AIM portfolio solution - Sectors and industries - Portfolio management
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Fundamental Asset Management Limited is an independent, owner managed, investment management firm which has delivered outstanding investment performance through focusing on direct equity investment. We undertake our own in-depth research, seeking out the best investment opportunities across UK and international stock markets. We have an unrivalled knowledge of the AIM market and have successfully provided AIM for Inheritance Tax planning and General Portfolio Management to private investors, trusts and institutions for over 15 years.